Step 1: Create a New Zap
Log in to your Zapier account.
Click on “Create Zap” in the top-left corner.
Step 2: Set Up AgencyZoom as the Trigger
In the Trigger section, search for and select AgencyZoom.
Choose the appropriate trigger event (e.g., New Lead, New Prospect, etc.)
Click Continue.
Connect your AgencyZoom account by logging in and allowing access.
Test the trigger to make sure Zapier pulls in a sample lead.
Step 3: Set Up the Action in WooSender
Select WooSender as the action app in Zapier.
Choose an action event such as Create Contact.
Connect your WooSender account by logging in.
Map the relevant fields from AngiList data to WooSender fields (e.g., Name, Email, Phone Number).
Click Continue and test the action to ensure WooSender receives the correct information.
Step 5: Turn On Your Zap
Once the test is successful, click “Publish” or “Turn On Zap”.
🧪 Testing the Integration
To verify that everything is working:
Create a test lead in AgencyZoom.
Check if the lead appears in WooSender.
Confirm that all mapped fields are populated correctly.